Karlavägen 60, Stockholm, SE-114 49, Sweden
Kidbrooke is a tech company specialising in solutions dedicated to improving decision-making processes in the financial services industry
By distilling decades of research in quantitative finance and behavioural economics into easily accessible APIs, Kidbrooke empowers banks, insurers, and wealth managers to build next-generation investments, pensions, and wealth experiences. We provide KidbrookeONE, a complete investment and wealth analytics platform designed to improve customer and adviser experiences as well as increase the efficiency of investment and wealth operations.
We believe in a world where everyone has access to educated financial decision-making.
04/06/2024
21/03/2025
28/01/2025
07/01/2025
16/10/2024
30/04/2024
12/02/2024
02/01/2024
01/12/2023
09/11/2023
Business Intelligence & Practice Management, Business Process Management & Outsourcing, Financial Markets Research & Analysis, Market Analysis, Understanding & Sizing
21/03/2023
Compliance & Regulation, Data Management & Analysis, Financial Markets Research & Analysis
13/03/2023
Digital Platforms & Tools, Digital (Robo) Investing, Portfolio & Wealth Management Systems
03/01/2022
Data Management & Analysis, Portfolio & Wealth Management Systems, Risk Analysis & Management
23/12/2021
Client Communications & Reporting, Client Engagement & Management, Client Marketing & Prospecting
03/12/2021
Data Management & Analysis, Digital Platforms & Tools
04/10/2021
Business Strategy & Advisory, Technology Strategy & Consulting
16/09/2021
Client Engagement & Management, Financial & Retirement Planning, Portfolio & Wealth Management Systems
11/08/2021
Client Engagement & Management, Digital Platforms & Tools, Portfolio & Wealth Management Systems
11/08/2021
Data Management & Analysis, Portfolio & Wealth Management Systems, Risk Analysis & Management
30/06/2021
Digital Platforms & Tools, Digital (Robo) Investing, Financial & Retirement Planning
29/04/2021
Financial & Retirement Planning, Tools for the Client (B2C)
20/04/2021
Digital Platforms & Tools, Digital (Robo) Investing, Financial & Retirement Planning, Portfolio & Wealth Management Systems, Risk Analysis & Management
15/10/2020
Digital (Robo) Investing, Financial & Retirement Planning, Portfolio Build, Analysis & Reporting, Portfolio & Wealth Management Systems, Risk Analysis & Management
15/09/2020
Leveraging our unified approach, we empower you to help users with any financial query or problem. Investments, pensions, credit, insurance, or tax: we got you covered.
We deliver a new, fully-serviced home for your investment and wealth analytics that reduces your operational, key-person, model and project risks. Our focus on analytics means we can optimise for performance.
Our solutions are API-first without the requirement to store customer data so you can easily integrate our platform everywhere it’s needed. This gives you consistent investment and wealth analytics and data across all your channels
Founded in early 2011 in London, Kidbrooke is nowadays headquartered in Stockholm, Sweden, while retaining the presence in the UK. Having spent about 20 years working in the fields of quantitative modelling and risk management, the founders created Kidbrooke as a consulting business. In 2019, Kidbrooke became a tech company providing scalable financial software solutions for financial institutions of all shapes and sizes. Targeting and fully operational in the European and UK markets, Kidbrooke works with wealth managers, financial advisors, FinTechs, banks and financial institutions as clients.
Today, the Kidbrooke team carries on creating technology improving financial decision-making processes for millions of consumers through Kidbrooke’s banking and insurance clients, driven by the corporate vision of a world where everyone can make educated financial decisions.
Our APIs power digital wealth offerings across a wide variety of financial institutions; from established incumbent banks and insurers to aspiring FinTechs.
21st March 2025
Retirement is a major milestone, but achieving financial confidence for this phase of life sometimes comes with challenges. At Kidbrooke, we help banks, insurers, and wealth managers build market-leading retirement planning...
18th March 2025
Staying ahead by embracing AI, transparency, and Gen Z’s expectations As we sprint—or stumble, as the case may be—into 2025, the wealth and investment management landscape is evolving at an unprecedented...
13th March 2025
Join Natalie and Zaliia as they unpack the key trends shaping the financial industry in 2025. Starting with the ongoing geopolitical tensions, particularly between the US and China, driving global uncertainty...
5th February 2025
Driving consistency and precision in fair value measurement with machine learning As the financial landscape continues to evolve, the principles underpinning effective valuation practices remain just as critical—especially when navigating the...
28th January 2025
The fund management industry is facing increasing demands for transparency, accessibility, and operational efficiency. From regulatory compliance to meeting investors' ESG expectations, the stakes are higher than ever. What is the...
28th January 2025
Leveraging technology to make retirement planning more accessible, personalised, and future-proof Every life is extraordinary in its own right — throughout our lives, we dream, learn, achieve, create, and sometimes simply...
21st January 2025
UAE life insurance and group pensions: Seizing opportunities after gratuity reform The UAE’s recent End of Service Gratuity Reform marks a significant milestone in modernising employee benefits and retirement planning for the...
14th January 2025
How wealth managers can harness the strengths of GenAI and LLMs while mitigating some of its core risks Despite the relative conservatism in the financial industry, artificial intelligence has been an...
7th January 2025
In the world of financial services, maintaining strong client relationships should not end after the initial purchase. That is why companies like Skandia, one of Sweden’s largest insurers, are leading...
6th January 2025
Enhancing engagement: Proactive notifications for a modern wealth experience The initial stages of financial planning receive the lion’s share of attention in digitalised and physical investment advice experiences. However, once the prospect...
27th November 2024
Aligning US and European credit market models: A comparative approach to forecasting credit spreads and bond fund returns In financial forecasting, a good model is one that can generate realistic and...
20th November 2024
Empowering fund managers by meeting investor and regulatory demands through enhanced transparency Several important forces are at play challenging the status quo of the global fund management industry. KPMG reports that fund managers...
12th November 2024
Optimising data aggregation for seamless ESG reporting and investor transparency Ruth Asset Management has been going through a transformation. A merger of two organisations with different approaches to data management, the...
8th November 2024
Fredrik, can you first perhaps tell us a bit about yourself, your career to date, and your role at Kidbrooke? I am the Founder and CEO of Kidbrooke. I was born and...
16th October 2024
Managing a wide range of investment products is key for financial institutions in today’s global market. Efficient tracking of mutual funds and model portfolios enhances investor decisions, but manual processes can...
24th September 2024
According to our research, 70% of the 68 fund companies analysed fail to provide accessible and clear information, making it difficult for investors to make informed decisions about their investments. Our...
17th June 2024
Northern Trust global survey: Asset management prioritising product quality and accuracy The US-based custody bank Northern Trust has recently surveyed 300 global asset management firms. The research indicated a major shift in the...
4th June 2024
Introducing KidbrookeONE - Your fully serviced home for investment and wealth analytics. Cloud-native and API-first, KidbrookeONE is a flexible, modular, high-performance solution that enables our clients to build engaging, responsible, and...
24th May 2024
The impact of digital tools on occupational pensions Although corporate, or occupational, pension coverage has been present in the Western world for several decades, few employees fully understand the value it...
14th May 2024
Integrating environmental, social and governance (ESG) performance indicators as part of the investment process presents unique opportunities for differentiation. But at the same time, it can be complicated from the...
8th May 2024
“With the market demanding more personalised digital experiences in wealth management and improved ALM tools, underscoring the need for financial institutions to enhance their analytical capabilities and meet evolving client...
7th May 2024
For this episode, we are thrilled to have Fredrik Daveus, CEO of Kidbrooke, delve into the pivotal role of market data aggregation and investment product universe management in the digitalisation...
30th April 2024
In an era where personalised financial services are paramount, the finance sector is navigating through customer expectations, operational efficiency, and regulatory compliance. Central to achieving a streamlined future is effective data...
19th April 2024
The spreadsheets have their advantages. They help financial professionals better understand the nature of the problem they are trying to solve and experiment with all available strategies. However, there is...
26th March 2024
Overcoming financial data challenges and updating strategies The diversity of financial data sources and forecasting requirements are common challenges that banks, insurers and investment managers face when creating digital financial journeys. Robust data management is...
21st March 2024
This session kicked off with a run-through of Kidbrooke’s analytics platform, and how it now offers sustainability data pipelines. Indeed, this is all the more relevant in a market where...
20th March 2024
Dive into the world of asset management with Episode 13 of Kidbrooke's Insight Podcast! Join expert guests, Hans Sterte, an experienced Swedish economist with an impressive track record in asset management,...
5th March 2024
For this episode we're thrilled to have Fredrik Daveus, CEO of Kidbrooke, delve into the pivotal role of market data aggregation and investment product universe management in the digitalisation of...
15th February 2024
We are excited to announce our recent partnership with Max Matthiessen, one of the leading Swedish insurance brokers and financial advisers, to implement our unified investment and wealth analytics suite. This collaboration marks...
14th February 2024
To continue the Solution Provider Spotlight series, where we highlight the innovative companies shaping the future of wealth management, we are shining the spotlight on Kidbrooke, a provider of OutRank,...
13th February 2024
The macroeconomic environment is undoubtedly today’s main discussion topic in the wealth management, banks and insurance industries. However, it is fair to say that the threat of climate risks is not far...
12th February 2024
The hybrid model of service delivery — a blend of in-person and digital interactions — has emerged as a consensus in wealth management. But how do you maintain consistency across...
29th January 2024
The evolution of the financial sector in the digital era has resulted in a significant transformation, accentuated by the pandemic-induced acceleration towards digital adoption. Notably, the hybrid model of service...
18th January 2024
For our (small) milestone 10th episode, we delve into ways businesses can maintain customer engagement throughout their financial journeys. Our conversation highlights the shift toward digital financial management and the incorporation...
17th January 2024
In this twelfth episode of Kidbrooke’s insights podcast, Zalia Gindullina, Head of Business Development, and marketing expert Natalie Burke, welcome Celina Borg from Wellfish, a sustainability adviser based in Stockholm....
9th January 2024
In our seventh episode, we are joined by Edvard Sjögren, our head of Quantitative Analytics at Kidbrooke. We discuss another perspective on how much financial technology can help people to...
2nd January 2024
The purpose of Consumer Duty is to set a higher standard of care and deliver better consumer outcomes for wealth management and insurance businesses. The overarching principles are set out...
Data Management & Analysis Investment Platforms & Tools
13th December 2023
From the heightened attention to Machine Learning (ML) to incorporating gamification methods, the wealth management industry has been increasingly more open towards using emerging technology in their workflows. Despite the challenges...
1st December 2023
Watch this webinar in partnership with Goodacre UK, deep diving into how HAYAH Insurance leverages financial analytics to provide personalised service at scale. Erik Brodin from Kidbrooke, and David Howard from HAYAH...
16th November 2023
The fear of the unknown is among the most prevalent human experiences, and there is a good reason why retirement planning is often associated with this feeling. The global pandemic is...
9th November 2023
How can you use technology to develop a financial plan that will help your customers reach their goals? OutRank®, our financial simulation engine, provides personal ALM capabilities as a Cloud-based API...
8th November 2023
How challenging is the industry finding things now that the deadline for Consumer Duty has passed? The purpose of the UK’s latest regulatory update goes beyond additional reporting and addresses the...
Data Management & Analysis Financial & Retirement Planning
18th July 2023
HAYAH Insurance recently partnered with Kidbrooke® to build engaging, self-service investment journeys with OutRank®, the financial simulation engine driving HAYAH’s new goals-based financial planning experiences. HAYAH Insurance, established in 2008 and headquartered...
14th July 2023
Consumers today are managing a large part of their financial lives in a digital setting, giving financial institutions an opportunity to use gaming elements to grab their attention and garner...
Digital Platforms & Tools Investment Platforms & Tools
5th July 2023
Digital technology has been advancing a little too swiftly for the comfort of some of the financial sector’s older, bigger players. The rise of interest in wealth management coupled with...
Digital Platforms & Tools Market & Business Infrastructure
31st May 2023
Even though the wealth management landscape is known for its conservatism, the change is continuous and imminent. The great wealth transfer pumps younger customers into the industry, and according to a recent report by Oliver...
Client Onboarding & Identity Verification
19th April 2023
Suppose your organisation decided to leverage OutRank®, the financial forecasting API, in its digital and hybrid financial journeys. Where do you start, and how do you ensure you get the most...
Portfolio Build, Analysis & Reporting Software Development & Management
6th April 2023
As Europe grapples with inflation, financial institutions are tirelessly searching for new ways of improving their business models. Whether updating their services with digital channels, creating more financial products, or exploring untapped markets, financial executives...
Business Intelligence & Practice Management Business Process Management & Outsourcing
21st March 2023
For this video, we interviewed Fredrik Davénus, CEO of Kidbrooke, about partnerships within the WealthTech sector. The interview covers growing trends and challenges of partnerships as Davénus provides some advice and...
Compliance & Regulation Data Management & Analysis
13th March 2023
We are very excited to release a recent collaboration between Spixii and Kidbrooke! In this new video, Zaliia Gindullina - our Head of Business Development at Kidbrooke, walks you through an...
Client Engagement & Management Digital Platforms & Tools
1st March 2023
Being a provider of a portfolio management system (PMS) that powers wealth management firms requires a commitment to investing in wealth technology. Competing and often conflicting pressures to create compelling tools for...
Digital Platforms & Tools Digital (Robo) Investing
25th January 2023
Kidbrooke®, a leading provider of financial analytics APIs, confirmed the signing of its newest client, HAYAH Insurance. Kidbrooke will be providing HAYAH Insurance with OutRank®, its financial simulation engine driving the...
Digital Platforms & Tools Digital (Robo) Investing
18th January 2023
The new economic reality As European energy prices break new records, many consumers wake up to a significantly altered financial outlook. This change occurs through multiple factors. First, the increase in...
Digital Platforms & Tools Digital (Robo) Investing
16th January 2023
Kidbrooke’s OutRank® is a solution that engages both client and adviser. Its financial simulation engine can be accessed via APIs to power better financial decision-making for wealth services and financial...
Digital Platforms & Tools Digital (Robo) Investing
21st December 2022
This week we had the pleasure of working with Goodacre UK on this webinar: 'Digitalising wealth management: How to build omnichannel customer journeys’. There is an ongoing debate about physical, digital and...
Digital Platforms & Tools Digital (Robo) Investing
8th December 2022
The financial regulatory landscape has changed dramatically since the subprime mortgage crisis of 2008. The post-crisis period faced the strengthening of anti-money-laundering procedures, stricter regulations concerning cybersecurity, and the rising...
Client Engagement & Management Digital Platforms & Tools
1st December 2022
Over the next decade, between 30 and 68 trillion dollars will be transferred by families to their children. In the UK alone, the estimates are US$15.4 million over the next...
26th October 2022
Remembering her Majesty the Queen of the United Kingdom, Elizabeth II, she often said that her public appearances were important because “I must be seen to be believed.” How can wealth...
Digital Platforms & Tools Digital (Robo) Investing
29th September 2022
As European energy prices break new records, many consumers wake up to a significantly altered financial outlook. This change occurs through multiple factors. First, the increase in household outgoings makes...
Business & Client Risk Financial Markets Research & Analysis
8th September 2022
For this podcast, Kidbrooke is delighted to be joined by Erik Brodin, Technical Expert, an ex-McKinsey and Company Data Science lead in the Nordic region, ex-Portfolio Manager and hedge fund...
Digital Platforms & Tools Digital (Robo) Investing
24th August 2022
It has been a few years since digital transformation appeared on the priority list of financial industry executives. While the evolutionary process of tapping into the latest technology is continuous,...
Client Engagement & Management Client Onboarding & Identity Verification
9th February 2022
It is no secret that financial services are going through a massive transformation at the moment. This historically conservative sector, which has been around for about as long as people...
Digital Platforms & Tools Digital (Robo) Investing
3rd January 2022
Imagine technology that can bring you from your financial point A to point B, considering all aspects of your financial situation at a rate of about 5000 alternative routes per...
Data Management & Analysis Portfolio & Wealth Management Systems
23rd December 2021
With the right tools, financial advisors can help their customers easily understand the complexity of sustainability issues and take action based on that knowledge. ESG-readiness makes companies attractive for those of...
Client Communications & Reporting Client Engagement & Management
3rd December 2021
Customer engagement not only builds customer loyalty but differentiates you among the competition. The practice of “push” communications or talking “to” customers is used almost universally but the concept of...
Data Management & Analysis Digital Platforms & Tools
4th October 2021
Digital transformation of financial businesses has been one of the hottest topics for strategic discussions within the industry for several years now. However, these conversations rarely touch upon how decision-making...
Business Strategy & Advisory Technology Strategy & Consulting
16th September 2021
The effects of COVID-19 only confirm that we live in a world of rapid change, and therefore any strategy needs to be reviewed, updated or changed very frequently. It could be...
Client Engagement & Management Financial & Retirement Planning
11th August 2021
Wealth managers face higher demands for fast, user-friendly, and individually tailored digital services. It's becoming easier to compare and switch financial service providers, hence customisation of the customer experience is...
Client Engagement & Management Digital Platforms & Tools
11th August 2021
Slow response times take a toll on the user experience of any digital journey and people tend to grow ever more impatient as technology develops. Digital competitiveness holds speed as a...
Data Management & Analysis Portfolio & Wealth Management Systems
30th June 2021
How can banks and insurers support people, with no training in portfolio theory, to develop confidence in managing their investments? How can they make these journeys scalable? With the right...
Digital Platforms & Tools Financial & Retirement Planning
1st June 2021
Changing patterns of living and working Now that the world is emerging from the Covid 19 pandemic, people will be making decisions on their lifestyle choices, careers, housing, education and eventual...
Digital Platforms & Tools Digital (Robo) Investing
17th May 2021
Kidbrooke, a leading provider of financial analytics APIs, confirmed today that they are making their range of holistic financial planning and analytics solutions available to additiv customers on both their...
Digital Platforms & Tools Digital (Robo) Investing
29th April 2021
Today's financial industry is still a system of fragmented and independent financial services, which are left to the consumer to stitch together. The lack of support in creating these "seams"...
Financial & Retirement Planning Tools for the Client (B2C)
20th April 2021
For most of us, buying property constitutes the most significant purchasing decisions we will make in our lives. Just getting onto the ladder to begin with is becoming increasingly difficult....
Financial & Retirement Planning Portfolio & Wealth Management Systems
1st April 2021
PENSION FREEDOM OR PENSION FEAR For British people age 55+ with a defined contribution pension, being able to access the first 25% of your savings tax-free can be liberating. They can...
Client Engagement & Management Client Marketing & Prospecting
4th March 2021
Using technology to improve distribution capabilities for retail customers is a top priority for asset managers. Communicating complex concepts such as total return, performance relative to benchmark and performance relative...
Client Engagement & Management Digital Platforms & Tools
31st December 2020
By distilling decades of research in the fields of quantitative analysis, behavioural economics and portfolio management into easily accessible B2B APIs, Kidbrooke enables fintechs and financial institutions to build next-generation digital customer...
Business Strategy & Advisory Digital Platforms & Tools
3rd November 2020
In this episode, we sit down with Zaliia Gindullina, the head of Business Development at Kidbrooke AB, where we discuss the risk of strategic transformations such as Kidbrooke's journey of...
Digital Platforms & Tools Digital (Robo) Investing
25th October 2020
Collaboration with Kidbrooke has helped Evida transition from a costly and unreliable Excel model to a nextgeneration software tool capable of simulating the most intricate financial events in the lives...
Digital Platforms & Tools Digital (Robo) Investing
15th October 2020
Modern technology allows banks and insurers to grant a 360-degree view of your personal finances and to intelligently measure your relationship with uncertainty. That way, you could receive high-quality and...
Data Feeds & Information Sources Investment Platforms & Tools
13th October 2020
If you are a shareholder of various assets, chances are that you have access to more information than you could possibly process. There is no shortage of high quality and relevant news pieces with...
Digital (Robo) Investing Financial & Retirement Planning
15th September 2020
Founded in 2011, Kidbrooke is a tech company providing APIs for building next-generation wealth management services. We bring together expertise in financial modelling, data science and software development to help...
Data Management & Analysis Software Development & Management
14th August 2020
If you asked a child today what a cloud is, what response do you think you’d get? “Water drops floating in the air”? Probably, yes. However, some would opt for...
Financial Markets Research & Analysis Portfolio Build, Analysis & Reporting
1st July 2020
Please click on the image below to access and download the full report.
Digital Platforms & Tools Digital (Robo) Investing
2nd June 2020
In June 2020, Skandia went live with its hybrid pension planning journey. They are currently on track with their projected targets of increasing customer engagement with their updated services. Importantly,...
Historically, a generous defined benefit provision coupled with robust social welfare afforded a more passive approach to pension planning. Now, as average/final salary schemes continue to recede, there is a much greater personal imperative on accumulators to ensure that our lifestyles are protected in our golden years. In the UK financial advice......
Kidbrooke's OutRank provides easy-to-use, high-quality analytics guiding your customers through the complexities of taking out mortgages and other loans. Our collection of APIs helps banks, insurers and FinTechs to build reliable digital journeys enabling individual consumers to evaluate credit decisions in a uniquely holistic context. A 360-degree view powered by......
Kidbrooke’s Economic Scenario Generator is an API that enables a spectrum of firms to model possible future states of the global economy and capital markets to drive a wide range of portfolio and risk management decisions. Our combined expertise in risk and technology has allowed us to develop a world-class......
Wealth management services have traditionally been reserved for the more fortunate in society relying as they do on highly skilled labour, decades of experience and meticulous adherence to regulatory standards. However, technology now empowers asset managers to rewire their business models in order to provide high-quality, consistent financial advice to......
Whether you need to build a fully digital investment advice service, a savings guidance journey, or to support your physical advisors with consistent, compliant and research-based analytics, our APIs provide the means to do so. OutRank enables financial institutions to produce cost-efficient and scalable investment experiences that equip your customers......
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